Great financial advise on pensions We were not satisfied with our previous FA, who was good at selling products but not so good on providing updates or answering our queries when we were unsure whether to stay with a product. Since moving to the Pension Planner, Andrew has provided us with so much guidance and answered our questions, he truly understands our different attitudes to risk and works hard to meet our needs. We have learned so much more in the short time we have been with the Pension Planner than all our years with previous financial advisers. Would definitely recommend them to everyone who is looking for advice on their pension situation.

Pension investment advice I reached out to The Pension Planner after checking their reviews and that they are FCA registered. I had pensions with two providers and with 6 working years left before retirement, I wanted the best advice on whether I should combine the two. I received advice and forward planning from Shane Keo and the team. This was in the form of several meetings and my options were clearly and simply explained. My pension pot has now been invested in a managed portfolio which will achieve the comfortable retirement I desire. The new portfolio offers way more flexibility when it comes to taking the pension, something I wasn't aware I didn't have with my existing products. I am very happy with the advice I received from The Pension Planner and would recommend them.

Lisa was a true pleasure to deal with. She had the patience and knowledge to talk me through everything that she had analysed and then gave clear and consise options made recommendations for me going forward. Before the call I was totally expecting the worse case scenario but really was pleasantly surprised. I felt much more hopeful for the future. Lisa put me at total ease. Thank you soo much Lisa , you are the best! I will be 100% recommending you to anyone who needs advice.

Pension Advice I started my Pension Planner process just prior to Christmas last year and because there is not that much urgency, the process has been very smooth and very methodical. Andrew is always very helpful and understanding in, what can be , difficult for someone like me who has a limited knowledge of the various options in a very important financial undertaking. Beth, Andrew and Steve are always very responsive to any queries and are always "on the ball". I would have no problem about recommending The Pension Planner team to anyone who needs clear and concise advice about the various options to maximise their financial benefits.